Patriot Financial Group Insurance Agency, LLC Direxion Nasdaq 100 Equal Weig Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$68.88 - $85.18 $36,575 - $45,230	-531 Closed	0 $0
Q4 2021 Jan 10, 2022	BUY	$81.57 - $90.09 $1,549 - $1,711	19 Added 3.71%	531 $45,000
Q2 2021 Jul 30, 2021	BUY	$75.52 - $83.7 $75 - $83	1 Added 0.2%	512 $43,000
Q4 2020 Jan 15, 2021	BUY	$63.03 - $75.16 $32,208 - $38,406	511 New	511 $38,000

Others Institutions Holding QQQE

# of Institutions

231

Shares Held

8.76M

Call Options Held

21.4K

Put Options Held

202K

Goldman Sachs Group Inc New York, NY

1.16M
Shares

$111 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

668K
Shares

$63.6 Million
0.02% of portfolio
Total Investment Management Inc Scottsdale, AZ

661K
Shares

$62.9 Million
6.68% of portfolio
Morgan Stanley New York, NY

631K
Shares

$60.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

548K
Shares

$52.2 Million
0.0% of portfolio

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